Notes

As a revenue agent, I want to more quickly and easily understand whether an organization that applied for 501(c)3 status is eligible to receive that status, so that I can make a determination.
* Addressed by the 501(c)3 Determinations tab showing recent determinations and statistics.


As a revenue agent, I want to receive supplemental information from an applicant, so that I can make the correct determination.
* Addressed by the My Workload section, which could include tasks related to reviewing supplemental information.


As a frontline manager, I want to quickly and easily assign tasks (e.g. cases) to all my employees (revenue agents, tax examiners, support staff, etc.), based on an understanding of the scope of each task, so that I can effectively manage their workloads.
* Addressed by the Team Workload tab showing the current workload of team members.



As the supervisory clerk overseeing this process, I want to increase the efficiency of my team by reducing redundant and/or unnecessary processes, so that I can meet the Service Level Agreement (SLA) for my team.
* addressed by the Performance Metrics tab providing insights into team efficiency.


As a RAAS team member, I want to be able to ingest and process the 990 data, so that I run statistical studies and analysis for tax law."

This is addressed in the Frontline Manager Dashboard, which includes:
A chart showing Monthly Application Trends
Performance Metrics including Approval Rates by Organization Type
Processing Time Distribution statistics

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